See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,744 | $85,202+140.3% | $172,739+18.5% | $72,985+180.5% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 24.70% | 27.32%-2.6pp | 802.84%-778.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $8,923 | $3,324+168.4% | $5,143+73.5% | $2,440+265.7% |
| Participant deferral / active EE | $2,762 | $3,260-15.3% | $5,198-46.9% | $3,607-23.4% |
| Admin fee / account holder | $1,723 | $5,884-70.7% | $13,954-87.7% | $5,124-66.4% |